Monday, July 21, 2025

Three Sectors Tell the Q2 Earnings Story

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Monday Takeaways: Three Key Sectors Reveal True Market Leadership

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Shah Gilani

Shah Gilani
Chief Investment Strategist

The earnings story just got very interesting...

83% of S&P 500 companies have beaten estimates in early Q2 reporting.

That's well above the 78% five-year average and the 75% 10-year average.

But there's a crucial detail the headlines are missing...

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The blended earnings growth rate for Q2 is tracking around 5.6% - roughly half of Q1's actual growth rate.

For stocks "priced to perfection" at current valuations, that could become a problem.

Yet the beat rate quality suggests companies are managing expectations masterfully. And we're still early in reporting season.

Meanwhile, there are three sectors are absolutely crushing it...

This isn't just a narrow rally - we're getting solid support from diverse, important sectors.

I'll break down why the 83% beat rate matters more than you think and which stocks in these leadership sectors deserve your attention.

Click here or on the image below to decode the real earnings story.

Cheers,

Shah

Video - Monday Takeaways
 
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(WITH TRANSCRIPT)

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